Filed April 11, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP3 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $54,190 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,490 | $79,523-1.3% | $140,016-43.9% | $56,287+39.4% |
| Participation rate | 99.0% | 85.7%+13.2pp | 87.5%+11.5pp | 69.9%+29.1pp |
| Annual return | -6.03% | 2.39%-8.4pp | 651.12%-657.1pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,088 | $3,350-37.7% | $5,606-62.8% | $2,111-1.1% |
| Participant deferral / active EE | $5,581 | $5,129+8.8% | $6,927-19.4% | $3,350+66.6% |
| Admin fee / account holder | $257 | $614-58.2% | $10,705-97.6% | $521-50.7% |